Real Estate

Preserve, Manage, and Grow Your Real Estate Portfolio with Whittier Trust

At Whittier Trust, our Real Estate services are designed to help clients strategically manage, protect, and grow their real property investments, ensuring they remain valuable assets for generations to come. Whether you’re managing a commercial real estate portfolio or overseeing family properties, our customized approach ensures your investments align with your financial and legacy goals.

What are Real Estate Services in a Multi-Family Office? A Foundation for Long-Term Wealth

As a multi-family office, Real Estate Services at Whittier Trust encompasses the proactive oversight, management, and optimization of real estate assets within a fiduciary framework. This includes consulting, acquisition, disposition, asset management and property management oversight, ensuring real estate assets integrate seamlessly with broader estate plans.

Real estate is not just an investment; it’s a legacy. Properly managed, it can provide ongoing income, support philanthropic endeavors, and secure financial stability for future generations. Mismanagement, however, can lead to unnecessary risks, lost value, and family conflicts. Whittier Trust ensures your real estate investments are optimized for both performance and harmony.

Why It Matters:

Wealth brings complexity. Our Family Office Services ensure that your advisors, financial strategy, family dynamics, and legacy planning all align seamlessly. By consolidating resources and expertise, we reduce risk, simplify decision-making, and create a framework for generational success.

What Sets Whittier Trust Apart in Real Estate Management?

Holistic Family Office Approach: One of the few multi-family offices offering fully integrated real estate services alongside estate planning and trust management for a unified wealth strategy.

Unmatched Experience: With roots in real estate dating back to the development of Beverly Hills, our expertise spans a diverse range of property types and market cycles.

Active, Strategic Management: We don’t just oversee assets—we actively invest, manage, and identify opportunities to grow and protect your real estate holdings.

Fiduciary Integrity: As a trust company, we offer impartial, client-first advice designed to preserve legacy and maximize long-term outcomes.

Tailored Planning & Performance: From tax-sensitive strategies to customized oversight, we help enhance asset performance while aligning with your family’s financial goals.

Generational Alignment: Our role as a trusted third party helps minimize family conflict and ensures real estate decisions support multigenerational priorities.

Our Differentiators

Whittier Trust has been delivering Family Office services since 1935, offering unmatched expertise and dedication. Our proactive, integrated approach ensures that your financial life is expertly coordinated, allowing you to focus on what matters most—your family and legacy.

We believe our real estate portfolio management expertise sets us apart from other multi-family offices. However, what truly distinguishes us is the close, trusted relationships we build with our clients. In times of challenge—whether financial, trust-related, or otherwise—after their spouse, we are often the first call they make.

Learn more about our differentiators.

Our Process

Initial Assessment

Evaluate your portfolio and identify opportunities for value creation or risk mitigation.

Strategic Planning

Identify the right team of experienced advisors to place around you and develop tailored strategies for each asset, aligning with your long-term goals.

Active Management

Oversee leasing, refinancing, sales, and property management to ensure desired performance.

Ongoing Review

Continuously monitor assets to adapt to changing market conditions and family needs.

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Our Real Estate Solutions

Commercial Asset Management: Comprehensive oversight to optimize leasing, cash flow, and capital expenditures.
Real Estate Investment Opportunities: Gain access to exclusive opportunities sourced by our experienced team.
Tax Sensitivity: Optimize each asset with a proactive and tax-efficient strategy
Estate Integration: Ensure your real estate assets are aligned with your overall estate and succession plans.
Risk Mitigation: Address potential liabilities from improper titling to environmental risks and insurance gaps to protect your investments.

Why Choose Whittier Trust?

Whittier Trust stands out as one of the few family offices to provide comprehensive real estate services. Our in-house real estate professionals and the external experts we partner with combine decades of experience with a deep understanding of family dynamics, market trends, and regulatory complexities. Our commitment to details and long-term results, through personalized service, has earned us the trust of affluent families across the West Coast.

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Let’s Work Together

Partner with Whittier Trust to safeguard and grow your real estate portfolio.